Re:Tech giants join call for funding U.S. chip production
by kingsuper20 on Tuesday May 11, 2021 @04:08PM
(#27122864)
By having in-country fabs, have you just pushed the problem to some sort of precursor materials or parts?
For that matter, I wonder how a government-subsidized fab could compete with an old overseas fab making lower end parts that has been long-ago paid for?
On sells a variety of components -- some are completely commodity and are produced in super cheap fabs in Malaysia. Some are mid-tier and are (or were) made at fabs in Phoenix or Pocatello. And some are high-end and come out of the Gresham fabs that they bought when LSI went fabless.
There's value in producing the commodity stuff. Obviously they're not going to enter a bidding war with TSMC for cutting edge manufacturing equipment to make commodity voltage regulators. But they still invest in fab technology at the lower end.
I don't think ONN is particularly special in this space. They had plenty of competitors and they worked to distinguish themselves on cost, depth of their product catalog, and ability to execute.